This page will help you with some basics for starting in your new, TDL-hosted instance of Vireo 4. See also the Vireo 4 Upgrade and Migration FAQs for more information about what to expect during your upgrade and migration.
For in-depth user documentation of Vireo 4, please see the complete Vireo 4.0 User Documentation
Instructions
Once you’ve received notification from TDL that your Vireo 4 instance is ready:
Register at https://yourinstitution-migrate-etd.tdl.org .
Once you are registered please send a message to the Helpdesk (support@tdl.org) so that we can change your account from Student to Administrator. You will then be able to view all data.
APPLICATION SETTINGS
Organization Settings:
Once you have your Administrator account, navigate to the Organization tab and add “Your University” as New Submission Organization Selector Header
Organizations and categories are the foundation of the customized submission workflows, which are one of the biggest changes in Vireo 4 from prior versions. You can create as many submission workflows as you wish.
Creating an Organization is how you begin to create a submission workflow. Vireo has one preset organization named Institution. Institution is a preset which contains all the of the workflow default settings. It should NEVER be used to accept submissions and should RARELY be edited.
Submission Availability:
Custom Actions Checklist
Deposit Locations
Who Has Access
Look and Feel
Email Templates
WORKFLOW MANAGEMENT
ORCID settings
Submission License
ProQuest Settings (if applicable)
Controlled Vocabulary Management
Embargo Types
Degrees
Graduation Months
Languages
File Types, Shibboleth Attributes, and Metadata Keys